Tax Partner

About The Job

• We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
• Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.
• You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• There’s no one like you and that’s why there’s nowhere like RSM.
• RSM is currently seeking an experienced Tax Partner to join our family office/high-net-worth tax practice.
• This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.
• Candidates must be familiar with tax consulting for family office/high net worth clients and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to the client’s tax needs.
• With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues.

Basic Qualifications:

• Bachelor’s degree in Accounting with CPA License or JD required
• 12+ years of continuous public accounting or family office tax experience
• Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
• Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses.
• Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants.
• Exposure to business returns would be a plus, but not required
• Must be able to support financial growth efforts and manage a book of business
• Successful candidates will possess the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review the work of team staff members, work closely with clients as well as internal managers and partners
• Strong verbal and written communication skills with the ability to articulate complex information and tax law
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

Preferred Qualifications:

• Master’s Degree in Taxation or Law Degree
• Experience working for a Big 4 or large national, regional, or local accounting firm
• Experience working with Private Foundations
• Exposure to reporting and filings related to foreign assets, investments, and holdings
• Proven ability to develop new business relationships and expand services to existing clients